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Ishares Tr shares owned by Envision Financial Planning

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Envision Financial Planning from 13F filings

Historical chart of Envision Financial Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 557k 20.77
2023-09-30 $8.6M 442k 19.39

More positions owned by Envision Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)
Invesco Exchng Trad Slf Inde Bulletshs 32 Mun (BSMW)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Ibonds Dec 28 (IBMQ)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Ibonds Dec 27 (IBMP)

View all positions for Envision Financial Planning

Top funds holding Ishares Tr

Bank of America Corporation
Capital Investment Advisors
Gateway Advisory
Venture Visionary Partners
Sigma Investment Counselors
Raymond James Financial Services Advisors
Golub Group
Lido Advisors
UBS Group
Wells Fargo & Company
Arrow Financial Corp.
Buffington Mohr McNeal
Envision Financial Planning
Rockefeller Capital Management
MV Capital Management

View all funds holding Ishares Tr